Welcome to TruePoint Financial
Jeff Smith and Vaughn Nun are client focused and community minded. With over 50 years of combined experience they have maintained their commitment to the client every step of the way.
Entrenched in the community is also what defines these two. From serving multiple terms on the city council to President of Rotary to Chairman of the Derby Chamber of Commerce it is their belief that to make this community great we all must do our part. It is this values based approach that drives their commitment to advising clients and help them pursue their goals.
On the wall of their office simply reads. “Wisdom is knowing the right path to take – Integrity is taking it”. Words they live by every day.
Learn More The Morning Star Portfolio Approach
Utilizing Morningstar’s unmatched capabilities allow us to conduct in-depth portfolio analysis. With easy to read reports like the Portfolio Snapshot we can provide a detailed overview of a portfolio’s most important aspects, including asset allocation, investment style, sector weightings, and performance. Drilling down even furthers allows us to quantify the risk in the portfolio and better plan for changing environments. Call today to receive your free no obligation Morningstar Portfolio Review.
Learn MoreHelpful Content
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Buying a Home
A look at what you need to think about when buying a home.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.
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The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
College Savings
See how much you may need to save now to cover future college costs for your child.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
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Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
The Business Cycle
How will you weather the ups and downs of the business cycle?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.